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ANNUITIES

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SEC Proposes Streamlining Index Annuities Registration Process

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The proposal would require insurers to better explain fees and complexities.

DPL Financial To Acquire AnnuityFix

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AnnuityFix helps advisors become independent from the broker-dealers that control their clients' annuities.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

SEC Safeguarding Proposal Would Hurt Investors, 26 Trade Groups Say

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The draft proposal erects barriers to annuities and other product sales, the coalition argues.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Annuity Sales Hit Record $183 Billion In First Half Of 2023

by FA Staff

The equity market has helped stimulate annuity sales, according to LIMRA.

A Way To Make Annuities Easier For Advisors Is On The Horizon, Industry Officials Say

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The tools will help advisors include annuities in their financial planning, says the Insured Retirement Institute.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Models Used To Sell Fixed-Indexed Annuities Are Often Misleading, Morningstar Says

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Some of the illustrated returns used in marketing the products are overly optimistic, the research firm says.

Jackson National's Quarterly Earnings Disappoint Analyst Estimates

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The annuities giant saw plunging operating earnings. It blamed higher costs and derivatives losses.

Nuveen Launches Target-Date Funds With Annuity Option

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The products allow fund investors to build guaranteed income into their fund strategy, the company said.

Nationwide Launches Second Registered Index-Linked Annuity

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The product includes a downside protection feature that covers up to the first 20% of losses.

The Ins And Outs Of The '1035 Exchange'

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This tax-saving tool an be a boon to some clients and a minefield for others.

Swapping Old Annuities For New Ones

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

'Annuity King' Sidekick Cites Bipolar Disorder In $6.3 Million Fraud

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Accountant Kenneth Rossman should receive a light sentence because of his mental disorder, his attorneys argue.

Prudential Advisors Offers Its First Fee-Based Variable Annuity

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The Prudential MyRock Advisor variable annuity carries a 0.40% fee on investments less than $1 million.

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

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The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

Principal Enters RILA Market With First Product

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The firm believes that investors want annuities to build retirement savings while addressing market volatility.

Jackson Rolls Out New RILAs

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The company has launched the Jackson Market Link Pro II and Jackson Market Link Pro Advisory II.

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